The Personal Banker performs daily branch functions including client services, teller operations, and account management while ensuring compliance with banking regulations. They also provide support for online banking products and assist in training less experienced staff members.
Requirements overview
Candidates must have a high school diploma or GED, or at least two years of related banking experience. Proficiency in Microsoft Office and familiarity with banking core systems are required.
Cypress Bank & Trust is an independent Florida-chartered full-service bank, trust and investment management company regulated by the Florida Office of Financial Regulation. It operates offices in Palm Beach, Naples, Vero Beach, Winter Haven, Jacksonville and Winter Park with additional representation in Sarasota and The Villages. The company has been managing wealth and preserving legacies since its founding in Palm Beach in 1996. It focuses exclusively on providing full-service banking solutions to individuals and businesses, customized investment strategies, serving as a corporate trustee, personal representative or agent during estate settlement, and as an administrative trustee for clients already committed to an outside investment plan. A strict code of ethics is conveyed through all of its interactions with clients, associates, and the communities it serves. Trust and Portfolio Management services offered by Cypress Bank & Trust are not insured by the FDIC; are not deposits, are not guaranteed; and are subject to investment risks, including possible loss of the principal invested.
Finance & AccountingCustomer Service & SupportSalesAdministrative
Description
Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our client’s holistic, financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients.
We are looking for a Personal Banker who has a comprehensive knowledge of the Bank’s products, services, policies, objectives, and practices. Client service and organizational skills sets are required to help ensure adherence to Cypress Bank & Trust Quality Service Standards and Core Values. This role is also required to be knowledgeable about and regularly perform daily branch functions including client services, teller, vault, and account opening and closing procedures, processing night depository, mail, and courier transactions. This position also assists clients with online banking products including Remote Deposit Capture, wire transfer and ACH origination support. Also is expected to provide training and support to less experienced bankers and other staff. May be expected to act as bank Courier when necessary. Participates in the referral program in relationship to other lines of businesses within the bank to promote branch deposit and loan growth.
DUTIES AND RESPONSIBILITIES:
* Performs other related duties as assigned by management.
* Ensures branch compliance with the Bank’s BSA/AML/OFAC Program.
* Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
* Complies with the Bank BSA Policy and internal procedures including any related training.
SUPERVISORY RESPONSIBILITIES:
* This job has no supervisory responsibilities.
QUALIFICATIONS:
* High school diploma or general education degree (GED), or two years’ related experience and/or training, or equivalent combination of education and experience.
* Computer skills required: Microsoft Office; CSI NuPoint Core System and its complementary products.
COMPETENCIES:
Client Service - Works well with customers, promotes a positive image of the company, strives to solve issues raised by clients
Adaptability - Knowledge of successful approaches, tools and techniques for dealing with changes and adapting to a changing environment.
Communication Skills - Possesses effective communication skills: oral, written, listening.
Conflict Management - Good listener, committed to finding solution to problems, works well with difficult people
Dependability - Completes job assignment and projects with minimal supervision. Meets schedules and deadlines.
Computer Skills - Skilled with computers, takes advantage of new technology, learns new tools quickly, uses technology to enhance job performance.
Decision Making - Able to reach decisions, takes thoughtful approach when considering options, seeks input from others, makes difficult decisions
Ethics - Honest, accountable, maintains confidentiality
Product Expertise - Knows product features, understands marketplace, shares expertise with others
Productivity - Manages workload, works efficiently, meets goals and objectives
Sales Skills - Understands marketplace, works to meet prospect/customer needs, effective closing technique
Teamwork - Accountable to team, works to meet established deliverables, appreciates view of team members, respectful
Quality – Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve product/service.
Why Work Here?
* Financially strong and growing company
* Personal growth potential
* Great company culture
* Generous PTO schedule in addition to bank holidays
* Benefits:
* Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)
* Dental
* Vision
* Life Insurance (company paid)
* Additional voluntary Life Insurance
* Short Term Disability
* Long Term Disability
* LifeLock
* 401K